EXPLORE QUALITATIVE™ REPORTS

Jump start innovation from the 120 curated reports drawn from the Explore Qualitative™ Voice of the Customer Database and 8,000 consumer verbatims.

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Envision Reports: Put your finger on the consumer pulse with a contemporary look at needs and attitudes.
Envision: Unmet Needs that Drive Advice Shopping
Envision: How Friends are Influencing Investment Decisions
Envision: Beliefs & Truths about Investing Experience
Envision: Midlife Pressures & Checking Progress to Goals
Envision: Digital Options Leading to Choosier Older Consumers
Envision: Sentiment & Goals
Envision: Impact of Family Structure & Legacy Motive on Funding Old Age
Envision: Goals, Definition of Success & Milestones
Envision: What I Really Wanted to Do All My Life
Envision: Looking Ahead to Stopping Full-time Work
Envision: Experiences & Surprises of Retirement
Envision: Economic Realities, Attitudes & Goals
Envision: Attitudes towards “Retirement”
Envision: Attitudes to External Environment
Envision: Burden of Distrust on Advice
Envision: Generations X & Y Goals & Fears
Envision: Reasons Not Saving Enough and Ways to Engage
Envision: Planning for the Unknowable
Envision: Retirement No Longer Achievable or Smart

Exercise Reports: Examine market phenomena where products are still several years in the future.
Exercise: Motivations to Move Cash into Investments 
Exercise: Expectations from Workplace vs. Retail 
Exercise: Social Uses of Technology in Investing
Exercise: Role for Asset Managers 
Exercise: Loyalty to Firm vs. Advisors 
Exercise: Expectations from Different Levels of Advice 
Exercise: Roles for Primary & Secondary Sources of Advice 
Exercise: Methods of Paying for Advice 
Exercise: Blending of Digital and Professional Advice by Pain Point 
Exercise: Attitudes to “Robo-Advisors” among Older Consumers 
Exercise: Shopping and Relationships 
Exercise: Motivating Advertising Messages 
Exercise: Language & Techniques for Generating Income in Retirement 
Exercise: Expectations from Products & Stores 
Exercise: Retirement Funding Highest Needs & Pricing 
Exercise: Helps & Hindrances 
Exercise: Opportunities for Products 
Exercise: Roles for Stores vs. Products 
Exercise: Chunk or Nothing - Emotion & Reason Behind Dipping into Principal 
Exercise: George & Nina’s Reasons for Seeking Help 
Exercise: Retirement Advice Service-Pricing Spectrum 
Exercise: Retirement Product Advertisements 
Exercise: Current Investment Products and Influencers 
Exercise: Transition from Accumulation to Income/Preservation 
Exercise: The Balance of Power Between Manufacturers and Distributors
Exercise: Sources of Funds (aka Retirement Income) 
Exercise: Relationship History 
Exercise: Competitive Perceptions of Product/Service Quality & Price 
Exercise: Who's on the Financial Team? 
Exercise: Relationship History Future 
Exercise: Web-based Advice & App Offering Review 
Exercise: Trial & Consolidation Experiences 
Exercise: Use & Perceptions of Retirement Income Calculators 
Exercise: Lifestyle Aspirations: Independence and Control 
Exercise: Perceptions of Product/Service Quality & Price 
Exercise: Relationship History 
Exercise: Accumulators Weigh in on term "Retirement Income" 
Exercise: Met & Unmet Financial Advice Needs 
Exercise: Keys to Becoming the Trusted Go-To Resource 
Exercise: What's Working & What's Not: What Generation X & Y Investors Long For 
Exercise: Investment Providers 
Exercise: What's Working & What's Not: Insight into the Advice Service Models of the Future 
Exercise: Attitudes & Experiences of Upshifters 
Exercise: Attitudes & Experiences of Downshifters 
Exercise: Income Sources, Taxes & "Untouchable" Money 
Exercise: Use & Trust in Providers 
Exercise: The Three Screaming Unmet Needs 
Exercise: Trust Building Practices 
Exercise: Pre-Retiree Checklist:  Not All 50-Somethings are Pre-Retirees

Concept Test Reports: Get a first look at emerging solutions ready to be packaged and priced.
Concept Test: “Financial Advice Menu” and Pricing
Concept Test: “Home Conversion Mortgage” aka Reverse Mortgage
Concept Test: “Elder Financial Care”
Concept Test: “Digital Investment Advice with Planning Option”
Concept Test: “Investment Account for Future Health Care Expenses” or HSA
Concept Test: “Banking and Investing Together” with New Saving Techniques
Concept Test: “Investment Account for Future Health Care Expenses” or HSA
Concept Test: “Hybrid Active-Passive Fund”
Concept Test: “Educational Funding for Grandchildren”
Concept Test: Regulatory “Change in Mutual Funds Available”
Concept Test: “Long-Term Retirement Investment”
Concept Test: “Financial Advice for Non-Traditional Families”
Concept Test: “Choice Box”
Concept Test: “Financial Decision-making Support for Aging”
Concept Test: “Investment Income Matched to Expense Types"
Concept Test: Regulatory “Best Interest Contract”
Concept Test: "Financial Wellness Subscription Program"
Concept Test: "Invested Emergency Fund"
Concept Test: "Investments and Insurance Package" for Gig Workers
Concept Test: Regulatory - “Proposed Fiduciary Rule”
Concept Test: “Drawdown Fund”
Concept Test: “Goals-Based Investing”
Concept Test: “Overview of Income” for Statements & Digital Views
Concept Test: "New Needs Framework"
Concept Test: "Leading Robos"
Concept Test: Regulatory “FINRA IRA Oversight” and “DOL In-Plan Income Product Guidance”
Concept Test: “Target-Date Retirement Fund with Income”
Concept Test: “Packaged Product vs. Components” Target Date Retirement Fund Use Case
Concept Test: “Couples Planning”
Concept Test: Retirement “Transition Services”
Concept Test: "Trust Services: Administrative Support for Older Customers & Their Families"
Concept Test: 3 Approaches to Retirement Income “Income Floor,” “Time-Based Buckets,” “Sustainable Withdrawal”
Concept Test: “Annual Advisor Review vs On-line Tools”
Concept Test: 4 Pricing Options - “Asset-Based Bundled” “Unbundled choice of Services and Fees” “Front-end Load” “Fiduciary Standard” 
Concept Test: Pricing "Asset-Based Bundled Investment + Personal Finance" "Choice of Service Level: Unbundled Investment + Personal Finance Advice"
Concept Test: “Financial Advice”
Concept Test: “Personal Guaranteed Pension”
Concept Test: “Retirement Investment and Spending Plan”
Concept Test: “Financial Life Advice”

Segmentation Reports: Understand the nuances that drive consumer behavior and shape messaging
Segmentation: Desired Scope and Service Ranges on Inside Advice® Grid
Segmentation: Reliance on Friends for Investing Advice
Segmentation: Perceived Investing Experience 
Segmentation: Types of Stores Used 
Segmentation: Use of Digital Advice 
Segmentation: Attitude to Paying for Professional Advice 
Segmentation: Family Structure & Legacy Motive 
Segmentation: Financial Wellness Behaviors & Price Sensitivity
Segmentation: Pension Status & Retirement Preparedness
Segmentation: Prefer Packaged Product or Component Parts
Segmentation: Pension Status & Control of Retirement Timing
Segmentation: Peak Accumulators: Tech/Live Advice 
Segmentation: Vision for Senior Lifestyle
Segmentation: Feelings about Financial Future 
Segmentation: Retirement Preparedness 
Segmentation: Financial Wellness Behaviors 
Segmentation: Service-Pricing Wants 
Segmentation: Retirement Spending Philosophy 
Segmentation: Financial Wellness Behaviors